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Honeywell

2,360 hedge funds and large institutions have $103B invested in Honeywell in 2023 Q2 according to their latest regulatory filings, with 179 funds opening new positions, 919 increasing their positions, 911 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 98

7% more capital invested

Capital invested by funds: $95.9B → $103B (+$7.03B)

3% more funds holding

Funds holding: 2,3012,360 (+59)

2% more funds holding in top 10

Funds holding in top 10: 4849 (+1)

1% more repeat investments, than reductions

Existing positions increased: 919 | Existing positions reduced: 911

0.03% more ownership

Funds ownership: 79.12%79.15% (+0.03%)

26% less call options, than puts

Call options by funds: $855M | Put options by funds: $1.16B

Holders
2,360
Holders Change
+59
Holders Change %
+2.56%
% of All Funds
37.05%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.77%
New
179
Increased
919
Reduced
911
Closed
98
Calls
$855M
Puts
$1.16B
Net Calls
-$301M
Net Calls Change
-$202M
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
2126
First Personal Financial Services
North Carolina
$215K +$2.79K +15 +1%
FC
2127
Financial Council
Maryland
$215K +$204K +1,099 New
SFA
2128
Source Financial Advisors
New York
$215K +$204K +1,099 New
CG
2129
CFO4Life Group
Texas
$214K +$203K +1,093 New
BB
2130
Bell Bank
North Dakota
$214K -$4.83K -26 -2%
CWA
2131
Centennial Wealth Advisory
Michigan
$213K +$203K +1,091 New
EWM
2132
Elevatus Welath Management
New York
$213K +$202K +1,089 New
GCAC
2133
Guardian Capital Advisors (Canada)
Ontario, Canada
$213K -$544K -2,928 -73%
HC
2134
Hourglass Capital
Texas
$213K +$202K +1,089 New
PCM
2135
Passive Capital Management
Maryland
$212K +$202K +1,086 New
WQ
2136
Wealth Quarterback
New Jersey
$212K -$11.5K -62 -5%
WAM
2137
WNY Asset Management
New York
$212K +$202K +1,085 New
CA
2138
Centerpoint Advisors
Massachusetts
$212K -$16K -86 -7%
GWM
2139
Greenwich Wealth Management
Connecticut
$212K +$202K +1,085 New
VT
2140
Vise Technologies
New York
$212K -$10.8K -58 -5%
FA
2141
Fiduciary Alliance
South Carolina
$210K +$200K +1,076 New
MSCM
2142
McElhenny Sheffield Capital Management
Texas
$209K +$199K +1,069 New
CTFG
2143
Capstone Triton Financial Group
Oklahoma
$209K +$198K +1,067 New
RSVP
2144
Ramsay Stattman Vela & Price
Colorado
$209K +$198K +1,066 New
QCIG
2145
Quad-Cities Investment Group
Iowa
$208K -$27.5K -148 -12%
ACM
2146
AlphaStar Capital Management
North Carolina
$208K -$25.8K -139 -12%
CA
2147
Claris Advisors
Missouri
$208K +$198K +1,064 New
HWM
2148
HFR Wealth Management
New York
$208K +$197K +1,061 New
ATWA
2149
Arbor Trust Wealth Advisors
Michigan
$208K +$197K +1,061 New
BWM
2150
Baron Wealth Management
Michigan
$208K +$197K +1,061 New

HON Hedge Fund Activity: Q2 2023 in Review

2,360 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Honeywell (HON) for Q2 2023, worth a combined $103B — up 7.3% from $95.9B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new HON positions and 98 closed out — a net gain of 81 holders — while 919 added to existing stakes and 911 trimmed.

The largest buyer was Franklin Resources, adding an estimated $271M. The largest seller was Capital World Investors, exiting entirely with an estimated $377M sold.

  • 2,360 institutional investors held Honeywell (HON) as of Q2 2023, up from 2,301 in Q1 2023.
  • Funds reported $103B of Honeywell stock for Q2 2023, up 7.3% quarter-over-quarter.
  • 179 funds opened new Honeywell positions in Q2 2023 and 98 closed out, a net change of +81 holders.
  • The largest Honeywell buyer in Q2 2023 was Franklin Resources, an estimated $271M added.
  • The largest Honeywell seller in Q2 2023 was Capital World Investors, an estimated $377M sold.

Based on aggregated 13F filings for Q2 2023.